Your personal finance AI assistant with secure data control
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About QashBoard
Key Features
- All-In-One Financial Overview via Plaid integration
- AskWallet: Interactive AI Q&A for financial insights
- Bring Your Own Database (BYOD) for enhanced data privacy
- Custom Component Libraries for Webflow developers
- Real-time transaction tracking and visualization
Pros and Cons
Pros
- Holistic view of financial health in one dashboard
- AI-driven conversational interface for easy data analysis
- High level of data privacy and user control
- Dual utility for finance management and Webflow development
Cons
- Browser compatibility limitations, particularly with Safari
- Steeper learning curve due to DIY data storage options
- Webflow component features are niche and may not benefit general users
Pricing
Connect with QashBoard
Frequently Asked Questions
QashBoard currently supports PostgreSQL and MySQL databases for the BYOD option. To set up your database, you'll need to ensure it's accessible via a secure connection and configure the necessary connection string within your QashBoard account settings. Detailed instructions and schema requirements are available in our documentation at qashboard.com/docs.
AskWallet is designed with your data privacy in mind. Your financial data is never used for training the underlying AI model. All queries are processed securely and locally within your QashBoard instance, ensuring your sensitive information remains private and under your control, especially when utilizing the BYOD feature.
Our Webflow component libraries offer pre-built elements like interactive charts, transaction tables, and key financial metric displays. You can drag and drop these components into your Webflow project, connecting them to your QashBoard data via API. Detailed examples and tutorials are available at qashboard.com/webflow-components, demonstrating how to customize and integrate these components seamlessly.
The free QashBoard plan allows you to connect a limited number of financial accounts via Plaid, typically around two or three. Historical data access may also be restricted to the most recent 30 days of transactions. Upgrading to a paid plan unlocks unlimited account connections and full access to your entire transaction history.
Currently, QashBoard may experience some display or functionality issues within Safari due to certain browser-specific rendering differences. We recommend using Chrome or Firefox for the optimal experience. Our development team is actively working to improve Safari compatibility, and updates will be announced on our website and social media channels.
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